Clean Yield Group’s BJs Wholesale Club BJ Stock Holding History

Clean Yield Group’s Portfolio BJ Stock Details BJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-33	Closed	-$2K	–	465
2022 Q3	$2K	Buy	+33	New	+$2.37K	﹤0.01%	398

Other funds holding BJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Clean Yield Group's BJ Position: Q4 2022 in Review

Clean Yield Group sold out of BJs Wholesale Club (BJ) in Q4 2022, closing a stake of 33 shares — an estimated $2K sold.

Clean Yield Group first reported a position in BJ in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 499 funds tracked by Wall St. Rank hold BJ as of Q4 2022.

Clean Yield Group reported no remaining BJs Wholesale Club position as of Q4 2022 after selling out during the quarter.
Clean Yield Group sold 33 BJs Wholesale Club shares in Q4 2022, an estimated $2K.
Clean Yield Group first reported a position in BJs Wholesale Club in Q3 2022 and held it in 1 quarter.
Clean Yield Group's BJs Wholesale Club position peaked at $2K in Q3 2022.
499 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2022.

Based on Clean Yield Group's 13F filing for Q4 2022, filed 31 Jan 2023.